Free Trial
→ Grab This Altcoin Before Trump's Crypto Announcement (From Crypto 101 Media) (Ad) Free VMBS Stock Alerts

Vanguard Mortgage-Backed Securities ETF (VMBS) Institutional Ownership

Vanguard Mortgage-Backed Securities ETF logo
$45.31 0.00 (0.00%)
As of 01/17/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Number of
Institutional Buyers
(last 12 months)
379
Total
Institutional Inflows
(last 12 months)
$1.74B
Number of
Institutional Sellers
(last 12 months)
220
Total
Institutional Outflows
(last 12 months)
$1.56B
Get VMBS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard Mortgage-Backed Securities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

VMBS Institutional Buying and Selling by Quarter

Vanguard Mortgage-Backed Securities ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 New Century Financial Group LLC17,270$781K0.3%+2.8%0.004%
1/17/2025 IVC Wealth Advisors LLC31,196$1.41M0.8%+3.8%0.007%
1/17/2025 Mutual Advisors LLC138,814$6.29M0.2%-4.1%0.032%
1/17/2025 True North Advisors LLC27,277$1.24M0.3%-3.3%0.006%
1/17/2025 Janney Montgomery Scott LLC786,825$35.68M0.1%+1.1%0.182%
1/17/2025 Bartlett & CO. Wealth Management LLC542,617$24.60M0.4%+33.1%0.126%
1/17/2025 Advisory Alpha LLC1,056,401$47.90M1.7%+5.8%0.245%
1/17/2025 Sterling Investment Management LLC47,028$2.13M1.7%N/A0.011%
1/17/2025 Braun Bostich & Associates Inc.14,277$647K0.5%+52.3%0.003%
1/17/2025 Proquility Private Wealth Partners LLC163,522$7.41M2.4%-3.3%0.038%
1/17/2025 Aspire Private Capital LLC115,717$5.25M1.3%-1.8%0.027%
1/17/2025 Atomi Financial Group Inc.5,695$258K0.0%+13.0%0.001%
1/17/2025 LifePlan Financial LLC43,791$1.99M1.8%+1.0%0.010%
1/17/2025 Transform Wealth LLC6,808$309K0.0%+41.0%0.002%
1/17/2025 Lockerman Financial Group Inc.4,806$218K0.4%-25.9%0.001%
1/16/2025 Koshinski Asset Management Inc.11,284$512K0.0%-6.6%0.003%
1/16/2025 MassMutual Private Wealth & Trust FSB182,906$8.29M0.2%+0.2%0.042%
1/16/2025 FLC Capital Advisors244,175$11.07M2.5%+2.7%0.057%
1/16/2025 Diversify Advisory Services LLC149,921$6.71M0.4%+3.3%0.035%
1/16/2025 Diversify Wealth Management LLC75,364$3.37M0.3%+51.3%0.017%
1/16/2025 Successful Portfolios LLC5,041$229K0.2%+11.3%0.001%
1/16/2025 Kelly Financial Services LLC5,303$240K0.1%-46.2%0.001%
1/15/2025 Ameritas Advisory Services LLC14,166$642K0.0%+3.5%0.003%
1/15/2025 CGN Advisors LLC52,933$2.40M0.2%+9.7%0.012%
1/15/2025 Premier Path Wealth Partners LLC120,253$5.45M0.8%+4.6%0.028%
1/15/2025 Retirement Wealth Solutions LLC53,129$2.38M2.0%N/A0.012%
1/15/2025 LongView Wealth Management9,599$435K0.1%-2.4%0.002%
1/15/2025 Merit Financial Group LLC375,478$17.02M0.3%+14.1%0.087%
1/15/2025 Decker Retirement Planning Inc.8,517$386K0.2%N/A0.002%
1/15/2025 Empirical Asset Management LLC38,415$1.74M0.1%+1.9%0.009%
1/15/2025 Bennett Associates Wealth Management30,007$1.36M1.1%+2.2%0.007%
1/15/2025 Certified Advisory Corp59,377$2.69M0.3%+2.2%0.014%
1/15/2025 Ullmann Wealth Partners Group LLC147,772$6.70M0.9%-5.3%0.034%
1/14/2025 SignalPoint Asset Management LLC66,019$2.99M0.7%+48.1%0.015%
1/14/2025 Pinnacle Bancorp Inc.7,756$352K0.1%+17.7%0.002%
1/14/2025 Websterrogers Financial Advisors LLC198,268$8.99M3.1%+1.5%0.046%
1/14/2025 Acropolis Investment Management LLC1,599,764$72.53M4.3%+2.3%0.371%
1/14/2025 Park Avenue Securities LLC10,630$482K0.0%+7.1%0.002%
1/14/2025 Rockland Trust Co.18,409$835K0.0%+29.1%0.004%
1/14/2025 Accurate Wealth Management LLC55,541$2.49M0.5%+25.8%0.013%
Wall St turns to THIS catalyst after Trump’s inauguration (Ad)

Wall Street is already looking past Trump… To a new catalyst on the near horizon that could be even bigger than his inauguration. As soon as January 29th…

So please watch this video now before the hammer falls and it’s too late.
1/14/2025 Sovereign Financial Group Inc.86,121$3.91M0.9%-1.4%0.020%
1/14/2025 Quantum Financial Advisors LLC347,025$15.73M2.2%+5.4%0.080%
1/14/2025 Ignite Planners LLC11,204$507K0.1%+8.0%0.003%
1/14/2025 Seed Wealth Management Inc.159,835$7.25M5.9%-2.6%0.037%
1/14/2025 Mendota Financial Group LLC139,845$6.34M4.1%-20.3%0.032%
1/14/2025 Global Financial Private Client LLC17,658$801K0.3%+2.6%0.004%
1/14/2025 Signal Advisors Wealth LLC50,379$2.28M0.3%+12.6%0.012%
1/13/2025 Marcum Wealth LLC14,966$679K0.1%+15.8%0.003%
1/13/2025 Pinnacle Wealth Management Group Inc.154,558$7.01M4.4%+8.8%0.036%
1/13/2025 AdvisorNet Financial Inc47,373$2.15M0.2%-5.7%0.011%
1/13/2025 Marion Wealth Management114,918$5.21M1.4%+3.7%0.027%
1/13/2025 Courier Capital LLC281,016$12.74M0.9%-16.5%0.065%
1/13/2025 Pallas Capital Advisors LLC611,565$27.73M1.2%+0.4%0.142%
1/13/2025 Miracle Mile Advisors LLC208,724$9.46M0.2%+19.1%0.048%
1/13/2025 Elevated Capital Advisors LLC88,192$4.00M1.1%+70.1%0.020%
1/13/2025 Claro Advisors LLC65,391$2.97M0.4%-2.0%0.015%
1/13/2025 Clean Yield Group5,655$256K0.1%-4.1%0.001%
1/13/2025 Parkside Advisors LLC556,905$25.25M6.0%+5.7%0.129%
1/13/2025 Brookstone Capital Management98,820$4.48M0.1%+5.4%0.023%
1/13/2025 City State Bank45,867$2.08M0.7%+2.3%0.011%
1/10/2025 Sugarloaf Wealth Management LLC1,089$49K0.0%-39.7%0.000%
1/10/2025 Ridgewood Investments LLC14,362$651K0.3%-6.4%0.003%
1/10/2025 ST Germain D J Co. Inc.480,708$21.80M1.0%+5.7%0.111%
1/10/2025 Wealth Enhancement Advisory Services LLC1,266,633$59.80M0.1%+63.1%0.293%
1/8/2025 First Hawaiian Bank84,669$3.84M0.1%+3.5%0.020%
1/7/2025 FC Advisory LLC76,875$3.49M1.2%+1.8%0.019%
1/3/2025 Central Pacific Bank Trust Division34,193$1.55M0.2%-43.7%0.009%
1/3/2025 Versant Capital Management Inc15,384$698K0.2%N/A0.004%
1/2/2025 Global Wealth Strategies & Associates175,183$7.94M2.5%+6.5%0.045%
12/26/2024JPMorgan Chase & Co.8,581,819$405.15M0.0%+26.1%2.215%
12/13/2024B. Riley Wealth Advisors Inc.89,418$4.20M0.1%-5.4%0.023%
12/11/2024Alternative Investment Advisors LLC.28,654$1.35M0.7%+266.3%0.007%
12/9/2024Forthright Family Wealth Advisory LLC125,420$5.82M3.5%-9.2%0.032%
11/25/2024Wilmington Savings Fund Society FSB6,753$319K0.0%N/A0.002%
11/25/2024World Investment Advisors LLC11,796$557K0.0%+60.9%0.003%
11/25/2024Sanctuary Advisors LLC294,697$13.49M0.1%+72.4%0.076%
11/18/2024TD Private Client Wealth LLC3,260,561$153.93M4.4%+13.1%0.842%
11/18/2024Continental Investors Services Inc.5,659$267K0.5%+11.4%0.001%
11/15/2024Brophy Wealth Management LLC137,779$6.51M2.3%N/A0.036%
11/15/2024Executive Wealth Management LLC1,090,565$51.49M4.0%+2.1%0.281%
11/15/2024Continuum Advisory LLC12,434$567K0.1%+19.8%0.003%
11/15/2024Drucker Wealth 3.0 LLC27,269$1.29M0.3%-11.9%0.007%
11/15/2024Hamilton Capital LLC314,393$14.40M1.1%+6.1%0.081%
11/15/2024Nomura Asset Management Co. Ltd.37,592$1.78M0.0%-87.5%0.010%
11/15/2024MML Investors Services LLC557,555$26.32M0.1%+12.3%0.144%
11/15/2024Orion Portfolio Solutions LLC500,044$23.61M0.5%-1.9%0.129%
11/15/2024Zacks Investment Management185,703$8.77M0.1%+10.6%0.048%
11/15/2024EP Wealth Advisors LLC11,831$559K0.0%-25.4%0.003%
11/15/2024Insigneo Advisory Services LLC5,476$259K0.0%+28.0%0.001%
11/15/2024Jane Street Group LLC141,142$6.66M0.0%N/A0.036%
Grab This Altcoin Before Trump's Crypto Announcement (Ad)

The #1 Coin Poised to Soar Under Trump Pro-Crypto White House could make this the investment opportunity of a lifetime!

Click HERE to access this free report before it's too late
11/15/2024Kovitz Investment Group Partners LLC2,036,034$95.91M0.6%+976.7%0.525%
11/15/2024Stifel Financial Corp5,627,553$265.68M0.3%+3.1%1.452%
11/15/2024SageView Advisory Group LLC6,755$319K0.0%+5.6%0.002%
11/15/2024IHT Wealth Management LLC6,177$292K0.0%N/A0.002%
11/15/2024Integrated Wealth Concepts LLC8,167$386K0.0%+28.1%0.002%
11/15/2024Janus Henderson Group PLC430,076$20.30M0.0%+305.5%0.111%
11/15/2024HighTower Advisors LLC703,258$33.20M0.0%+3.4%0.181%
11/15/2024Hilltop Holdings Inc.9,873$466K0.0%N/A0.003%
11/15/2024Arrowroot Family Office LLC35,198$1.66M1.0%+18.8%0.009%
11/15/2024Ascent Group LLC42,065$1.99M0.2%-6.6%0.011%
(Data available from 1/1/2016 forward)

VMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VMBS shares?

During the previous two years, 624 institutional investors and hedge funds held shares of Vanguard Mortgage-Backed Securities ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($6.16B), Charles Schwab Investment Management Inc. ($5.70B), Bank of America Corp DE ($2.34B), Envestnet Asset Management Inc. ($867.83M), Bank of New York Mellon Corp ($456.51M), JPMorgan Chase & Co. ($405.15M), and Assetmark Inc. ($360.78M).Learn more on VMBS's institutional investors.

Which institutional investors have been buying Vanguard Mortgage-Backed Securities ETF stock?

Of the 552 institutional investors that purchased Vanguard Mortgage-Backed Securities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Advisory Inc. ($24.78M), Bank of America Corp DE ($14.14M), Morningstar Investment Services LLC ($4.72M), Envestnet Portfolio Solutions Inc. ($3.84M), Bank of New York Mellon Corp ($3.77M), Envestnet Asset Management Inc. ($2.99M), and JPMorgan Chase & Co. ($2.76M).

How much institutional buying is happening at Vanguard Mortgage-Backed Securities ETF?

Institutional investors have bought a total of 110,260,357 shares in the last 24 months. This purchase volume represents approximately $6.98B in transactions.

Which Vanguard Mortgage-Backed Securities ETF major shareholders have been selling company stock?

Of the 363 institutional investors that sold Vanguard Mortgage-Backed Securities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($22.15M), Envestnet Asset Management Inc. ($3.76M), Bank of America Corp DE ($3.62M), Adviser Investments LLC ($3.50M), Assetmark Inc. ($3.22M), Mather Group LLC. ($3.20M), and Raymond James & Associates ($1.87M).

How much institutional selling is happening at Vanguard Mortgage-Backed Securities ETF?

Institutional investors have sold a total of 62,175,522 shares in the last 24 months. This volume of shares sold represents approximately $3.55B in transactions.


Related Companies

This page (NASDAQ:VMBS) was last updated on 1/20/2025 by MarketBeat.com Staff
From Our Partners
Last time you’ll see this priced at $1.00
When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds f...
StocksToTrade | Sponsored
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Top Picks for Trump’s Pro-Crypto America
The Crypto ETF Windfall: 27 Experts Tell All (Free) Don't miss your chance to see exactly what crypto's eli...
Crypto 101 Media | Sponsored
Warren Buffett Bets $40 Billion—You Can Get in for $20
I call it "The Last Retirement Stock You'll Ever Need." Warren Buffett himself owns $40 billion of stock in...
Behind the Markets | Sponsored
Kamala’s final humiliation
The investments connected to Trump's second term in ways that almost nobody outside his inner circle is aware ...
Porter & Company | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored